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iShares Morningstar Small Growth shares owned by Morgan Stanley

Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by Morgan Stanley from 13F filings

Historical chart of Morgan Stanley investment in iShares Morningstar Small Growth

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All positions including iShares Morningstar Small Growth held by Morgan Stanley consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Small Growth by Morgan Stanley

Quarter filed Position value Share count Share price at filing
2024-06-30 $12M 256k 45.48
2024-03-31 $16M 350k 46.57
2023-12-31 $16M 357k 44.00
2023-09-30 $16M 405k 38.76
2023-06-30 $14M 343k 41.41
2022-12-31 $13M 346k 36.04
2022-06-30 $9.9M 282k 35.32
2022-03-31 $11M 254k 44.19
2021-06-30 $13M 244k 51.81
2020-12-31 $47M 156k 303.50
2020-09-30 $8.6M 36k 237.58
2020-06-30 $10M 46k 221.00
2020-03-31 $5.8M 35k 166.23
2019-12-31 $6.5M 31k 211.93
2019-09-30 $12M 61k 194.66
2019-03-31 $12M 58k 199.46
2018-12-31 $3.9M 24k 166.49
2018-09-30 $4.7M 22k 212.64
2018-06-30 $5.5M 28k 198.52
2018-03-31 $4.5M 24k 185.52
2017-12-31 $4.4M 25k 179.46
2017-03-31 $3.7M 24k 152.95
2016-12-31 $3.5M 24k 144.74
2016-09-30 $2.7M 19k 144.11
2016-06-30 $2.2M 16k 134.11
2016-03-31 $2.6M 20k 128.67
2015-12-31 $2.6M 20k 134.68
2015-09-30 $1.9M 15k 128.60
2015-06-30 $3.0M 21k 144.87
2014-12-31 $5.6M 41k 135.18
2014-09-30 $3.1M 25k 126.04
2014-06-30 $3.3M 24k 134.12
2014-03-31 $2.7M 21k 130.75
2013-12-31 $2.8M 21k 132.60
2013-09-30 $3.1M 26k 123.30

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Top funds holding iShares Morningstar Small Growth

Bank of America Corporation
Colony
Northwestern Mutual Wealth Management Company
Jpmorgan Chase & Co
H D Vest Advisory Services
LPL Financial
Atria Investments
Gallagher Fiduciary Advisors
Morgan Stanley
Wells Fargo & Company
Matrix Trust
CWM
Steele Capital Management
Opes Wealth Management
Black Diamond Financial

View all funds holding iShares Morningstar Small Growth